Sales Officer / Executive

- Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
- Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's top-notch products.
- Facilitate seamless completion of application forms and diligently handle all underwriting requirements.
- Deliver exceptional after-sales services to ensure utmost customer satisfaction.
- Maintain meticulous records of production and activities, showcasing your dedication and performance.
- Cultivate and nurture strong relationships with bank branch personnel, fostering collaboration and mutual success.
- Drive business growth by generating valuable referrals for the bank through strategic fact-finding interviews.
- Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
- Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

Qualification:

Candidate must possess at least Bachelor's/College Degree in any field.
At least 1 Year(s) of working experience in the related field is required for this position
Undertakes Financial planning interviews
Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products
Provides after-sales services
Develops and maintains sound relationships with bank branch personnel
Generates referrals for the bank from fact finding interviews
Fresh graduates with/without prior experience may apply